Private Wealth Asset Management’s Merck MRK Stock Holding History

Private Wealth Asset Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Buy	19,474 +1,984	+11%	+$229K	0.25%	66
2025 Q4	$1.84M	Sell	17,490 -66	-0.4%	-$6.2K	0.2%	77
2025 Q3	$1.47M	Sell	17,556 -1,105	-6%	-$91K	0.17%	87
2025 Q2	$1.48M	Buy	18,661 +1,306	+8%	+$104K	0.2%	82
2025 Q1	$1.56M	Buy	+17,355	New	+$1.62M	0.22%	77

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Asset Management's MRK Position: Q1 2026 in Review

Private Wealth Asset Management increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $229K and bringing the position to 19,474 shares worth $2.34M. The position accounts for 0.25% of the portfolio, ranked #66.

Private Wealth Asset Management first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Private Wealth Asset Management held 19,474 shares of Merck worth $2.34M as of Q1 2026.
Private Wealth Asset Management bought 1,984 Merck shares in Q1 2026, an estimated $229K.
Merck made up 0.25% of Private Wealth Asset Management's portfolio in Q1 2026, its #66 holding.
Private Wealth Asset Management first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.